Exit Planning Exchange Summit 2023
The XPX Summit is back in person and for a full day on March 14th at Nutter. The pinnacle event of the year will be packed with amazing keynotes, dynamic panels, and interactive fireside chats with plenty of time for networking in between. As this is a full day event, admission includes breakfast, lunch, and refreshments as well as a cocktail party to conclude and connect.
8:00 – 9:00 am Registration & Networking Breakfast
9:00 – 10:00 am Keynote Speaker
10:00 – 10:30 am Networking Break
10:30 – 11:30 am Panel
11:30 – 11:45 am Quick Break
11:45 – 1:00 pm Lunch and Fireside Chat
1:00 – 1:15 pm Quick Break
1:15 – 2:15 pm Panel
2:15 – 3:00 pm Networking Break
3:00 – 4:00 pm Closing Speaker
4:00 – 6:00 pm Networking Reception
(1) XPX Greater Boston Board/ Committee / Annual Sponsor – $125.00*
***Contact firstname.lastname@example.org to get your promo code***
(2) SUMMIT SPONSORS & Table Patrons, Contact email@example.com to sign up and register your table guest(s), if applicable.
(3) XPX Greater Boston Chapter Members in good standing – $150.00
(4) XPX Greater Boston Emerging Professionals in good standing – $125.00
(5) Other XPX Chapter Members – $165.00
(6) Non-Members – $175.00
A $25.00 Same Day/Walk-In Fee Registrations will be added to the above fees. Please register early.
Summit Venue Host
Summit Venue Host
You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
Contact: Clark Merrill - Email: firstname.lastname@example.org
You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
A business is planning a significant transition.
Your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
You or a client needs experienced deal counsel for middle market transactions.